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Advisor

Jacob Randall

Family Capital Management · Grand Rapids, Michigan

Jacob Randall is a fee-only financial advisor at Family Capital Management in Grand Rapids, Michigan, who holds the CFP credential. Family Capital Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only CFP

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Facts

FirmFamily Capital Management
Based in Grand Rapids, Michigan
Fee model (firm's Form ADV)Percentage of assets
Assets under management$435.1M across 1,322 accounts
CredentialsCFP
SEC registration Investment adviser representative in MI · CRD 7100531
Firm size10 employees
Disclosures None reported
Websitewww.familycapitalmgt.com

How Jacob's firm compares

  • Family Capital Management's average account is about $329,000, from its Form ADV (assets managed divided by 1,322 accounts).

What fee-only advisors charge in Michigan

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Questions about Jacob

Is Jacob Randall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Family Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jacob charge for financial advice?

Jacob's firm, Family Capital Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Jacob Randall based?

Jacob Randall is based in Grand Rapids, Michigan.

What credentials does Jacob Randall hold?

Jacob Randall holds the CFP credential.

Is Jacob Randall registered with the SEC?

Yes. Jacob Randall is registered as an investment adviser representative in MI (CRD 7100531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Family Capital Management manage?

Family Capital Management reports $435.1M across 1,322 accounts in assets under management.

How do I contact Jacob Randall?

Through Jacob's website, www.familycapitalmgt.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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